| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Baker Retirement Guys Formula LLC | 7,056 | $1.38M | $1.2M | -$182,114.28 | -13.21% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 66,437 | $13.08M | $10.73M | -$2.35M | -17.99% |
| JG John Ginter Callan Family Office LLC | 69,688 | $13.7M | $11.06M | -$2.63M | -19.23% |
Brook Hart Presilium Private Wealth LLC | 4,342 | $823,408 | $736,576.88 | -$86,831.12 | -10.55% |
Rodrigo Diaz Plan Group Financial LLC | 1,871 | $368,999 | $317,396.44 | -$51,602.56 | -13.98% |
Amna Ali Khan GDS Wealth Management | 2,205 | $399,149.11 | $349,492.5 | -$49,656.61 | -12.44% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 57,300 | $10.06M | $9.08M | -$974,100 | -9.69% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,421 | $868,799.22 | $749,978.44 | -$118,820.78 | -13.68% |
| TC Trent Curry bLong Financial LLC | 1,138 | $224,436 | $193,050.32 | -$31,385.68 | -13.98% |
Anita Woodhouse V-Square Quantitative Management LLC | 631 | $124,445.98 | $107,042.84 | -$17,403.14 | -13.98% |
Rachel Faulk Cape Investment Advisory Inc. | 168 | $31,857 | $27,132 | -$4,725 | -14.83% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,415 | $837,172 | $748,960.6 | -$88,211.4 | -10.54% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 15 | $2,958.3 | $2,377.5 | -$580.8 | -19.63% |
Mariana Coli Dunhill Financial LLC | 214 | $40,120.18 | $34,531.04 | -$5,589.14 | -13.93% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 81 | $16,032 | $13,740.84 | -$2,291.16 | -14.29% |
Lukas Lindgren Abound Wealth Management | 197 | $38,772.35 | $33,419.08 | -$5,353.27 | -13.81% |
Drew Phillips Fortitude Family Office LLC | 6 | $1,183 | $1,017.84 | -$165.16 | -13.96% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,841 | $1.3M | $1.16M | -$136,682.76 | -10.54% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,156 | $419,892.72 | $365,743.84 | -$54,148.88 | -12.9% |
Bert D. Barre Colonial Trust Co. / SC | 661 | $116,005.5 | $104,933.75 | -$11,071.75 | -9.54% |